Mid-Year MyCase Product Update

The following post was written by Tracy Stevens, VP of Product and Design at MyCase.

We’re a little more than midway through 2017 and so we thought it would be a good time to reflect on where we’ve been and what’s in store for the second half of the year. It’s been a busy year so far and we’re definitely not slowing down!

New MyCase Android and iOS Mobile Apps

As I mentioned in my last product update back in February, mobile is a big priority for us and we will be releasing brand new versions of both our Android and iOS apps this fall. A few dozen “preview” customers have already downloaded the apps and are giving us great feedback. Their input helps us as we continue to expand the functionality of the apps and progress toward our full release.

If you’d like to be part of that early access group and want to help influence the future of MyCase mobile apps, join our mobile preview group by e-mailing: cathleen.swallow@mycase.com. We’d love for you to take a look and let us know what you think.

Improving Client Service with Improved Client Portal

The MyCase client portal has been another big area of focus in 2017 and our clients are really seeing the benefits. One customer recently wrote in to tell us:

“I get so much positive feedback about the client portal, it has honestly been the single greatest improvement to my business. I especially love the bill pay online. I could not function without it. The portal cuts down on the amount of phone calls I receive, and that is how I keep my billing rates low, so thank you!”

Those are definitely the kinds of emails we love to receive.

While we’ve already made dozens of improvements to the portal experience—both on the firm side and client side—we have something even bigger planned in the coming months: We have redesigned the entire client experience to make it easier for your clients to do and find the things that are most important. And given that most clients access the portal from a mobile phone, we’ve also made sure that it will look great on any device your client is using—desktop, tablet, or smartphone.

We will be releasing the new version of the client portal to a smaller group of MyCase customers initially and then expanding to more and more until we’ve completely transitioned to the new experience. We think that your clients will love it—and who doesn’t want more happy clients?

If you’re interested in being part of the early access group for the new client portal,email: zac.post@mycase.com.Or, if you’re not currently using the client portal and want to learn more about how it can help your business, take a look at the “MyCase Client Portal Overview.”

Making it Easier to Get Paid (and Faster)

We’ve also continued to deliver on our commitment to making it easier for you to get paid – and faster. The ability to send Invoice Reminders was added earlier this year and we recently rolled out the Request Funds feature that makes it amazingly easy to request payments for things like retainers. In less than a minute you can create and send a customized request for funds–which your client can then pay directly online.

Customers are already raving:

“Thanks, I’m very excited about this feature. Before, I had to create dummy invoices with add-ons to request retainer funds. It was difficult to distinguish them from invoices for earned funds. It will be great to separate them out!”

And another sent this to our customer success team:

“I don’t have any problems, I just wanted to send some positive feedback! I’ve been wanting a feature like “Request Funds” for a while, and I just watched the intro video, and it was perfect! Please pass along my thanks to the development team – I really appreciate MyCase’s responsiveness to customer feedback!”

Alongside these improvements, you may also have noticed some refinements to the appearance of MyCase. While some of these updates are more cosmetic in nature, we believe that continuing to evolve the overall look and feel of the software is an important piece in keeping MyCase as intuitive and easy to use as possible.

As more and more of these improvements are released, we are getting positive notes from from customers, like this one from Ashley:

“I wanted to write and let you know that our office is really happy with all the changes and improvements you’ve been making. I saw that you’ve made it easier to upload multiple documents and even included the default folders idea that Michael wanted– terrific! Anyway, we are very happy with the new improvements and wanted to reach out to you to thank you and your team to let you know what a great job you’ve been doing. I enjoyed the training sessions and look forward to continuing to use MyCase.”

We’re not only working to improve the product, but are always looking for ways to make our amazing customer support experience even better. Our toll-free number is never hidden (if you’re wondering, you can reach us at (800) 571-8062) but we’ve also added a chat feature for customers who prefer to provide feedback over a phone call or email.

In the event that there is any hold time, we have also added the ability to request a callback instead of waiting. One MyCase customer recently told us this about her experience with MyCase support:

“Can’t think of anything [you could improve] short of anticipating my problem before I babble on about what I needed.”

By the way, anticipating problems or challenges before our customers need to call is exactly what we try to do!

… And Many More Are on the Way

There are dozens of additional enhancements that you’ll see rolling out throughout the remainder of the year. Keep your eye on the “What’s New” bubble in the product for things like:

Autosave on notes

Improved search

Folders for firm documents

Folders for clients in portal

Enabling cases with unpaid invoices and no new work to show in batch billing

Apply interest to balance forward amounts on invoices

Additional default folders

Batch download of documents

And many more that we’re actively working on.

We hope you’re as excited about all of these upcoming product enhancements as we are. We sincerely appreciate all of the feedback you’ve provided so far and are looking forward to continuing to make MyCase the #1 law practice management solution built specifically for solo and small law firms.

If you want to hear even more about our product philosophy and how we view building software for lawyers, you can check out this Law Technology Now podcast where I talk to lawyer and noted legal technology expert, Bob Ambrogi, about developing law practice management software. I’m definitely more comfortable “doing” than “talking” but it was great to have the opportunity to chat with Bob and share more details about what sets MyCase apart.